Find out how to obtain an authority to act, link and delink your clients and what the benefits of linking are.
Before you can link or delink a client you must have written or electronic authority. When you have this authority you can link clients to your client list.
You can only link to the tax types your client has given authority for. You'll only be able to add clients to a list you have permission to access. Talk to your agency's owner/administrator if you don't have access.
When you apply to be a tax agent you'll need to show your account manager a copy of your authority to act letter.
Our Correspondence guidelines (IR1025) have more information on obtaining a letter of authority to act.
When you link or delink a client you'll need to provide:
You can link and delink clients in the Business section of myIR.
There is a two-step process to access a new client:
You can call 0800 456 678 to link and delink clients. You'll need your tax agent IRD number and agency PIN.
If you select to link or delink for all tax types, the self-service line will do this for all tax types your client is registered for. If you can’t link or delink a client you'll be given more options to try.
Once you've linked a client you can update your details to let us know if you want:
You can complete the IR795 to link or delink clients from your list. You'll need to use a separate form for each client.
You can request a taxpack be sent to them. This means you won't need to send separate advice. If you want to cease a tax type for a client you need to do this before you delink them. If you don't, you won't have authority to cease the tax type.
There are many advantages for you and your clients by linking them to your agency. These include:
You can't link clients for the following account types:
Your client needs to nominate you to make enquiries on their behalf. They can do this by sending us a letter or an Elect someone to act on your behalf (IR597) form.
For child support you'll only have authority to ask about your clients's account.